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OCM

Orleans Capital Management Portfolio holdings

AUM $148M
1-Year Est. Return 24.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$708K
3
+$233K
4
LOW icon
Lowe's Companies
LOW
+$215K
5
META icon
Meta Platforms (Facebook)
META
+$196K

Top Sells

1
+$2.89M
2
+$2.71M
3
+$1.98M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.83M
5
HD icon
Home Depot
HD
+$1.75M

Sector Composition

1 Technology 16.37%
2 Financials 14.11%
3 Healthcare 6.99%
4 Industrials 6.84%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.22%
21,300
-16,800
77
$338K 0.22%
2,430
-1,650
78
$338K 0.22%
1,150
79
$331K 0.21%
3,932
-2,550
80
$327K 0.21%
1,100
81
$320K 0.21%
2,250
-400
82
$312K 0.2%
6,650
83
$292K 0.19%
1,675
-67
84
$284K 0.18%
5,360
-2,300
85
$284K 0.18%
1,841
-930
86
$275K 0.18%
1,475
-320
87
$268K 0.17%
3,350
-2,000
88
$264K 0.17%
3,600
-100
89
$251K 0.16%
10,000
90
$247K 0.16%
2,300
91
$247K 0.16%
403
-300
92
$242K 0.16%
+2,000
93
$235K 0.15%
3,000
-1,030
94
$234K 0.15%
2,200
95
$230K 0.15%
2,520
-730
96
$230K 0.15%
2,880
-810
97
$228K 0.15%
+1,592
98
$220K 0.14%
+875
99
$201K 0.13%
+2,450
100
$182K 0.12%
20,700
-2,183
1 2 3
4
5